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外國投資者7月淨買入逾5萬億日元日本債券,創歷史紀錄

今年7月,隨着全球債市反彈以及對日本央行政策調整的預期減弱,外國投資者購買了創紀錄數量的日本長期債券。

海外基金當月淨買入了5.06萬億日元(約合374億美元)的日本債券,其中大部分是政府債券,扭轉了6月份淨拋售4.1萬億日元的勢頭。日本央行上月堅持其低利率、0.25%的基準收益率上限以及前所未有的資產購買政策不變。

日本債券市場今年受到投機性攻擊的衝擊,交易員押注全球通脹加速將迫使日本央行調整政策。但現在,對通脹的擔憂已經讓位於對全球大部分地區加息將抑制經濟增長的擔憂。

日本基準10年期國債收益率在7月份曾跌至0.175%的低位,而在6月份曾一度高於日本央行設定的0.25%的基準線。

瑞穗證券首席外匯策略師Masafumi Yamamoto說:“海外投資者在7月份購買日本國債是因爲收益率停止了上升和下降,取消對收益率曲線控制的可能性越來越小也可能是一個因素。對日本投資者重返國內市場的預期,也可能促使海外同行買入。”

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